Crossroads Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$23,143,542
Total clients
8
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$2,892,943
About
Crossroads Capital Management is a state-registered, single-advisor investment adviser that provides personal financial planning and discretionary investment management to individuals, families, trusts and related entities, including charitable organizations. Compensation is solely fee-based (percentage of AUM or hourly) with custody maintained at independent custodians and no commissions, referral fees, or soft-dollar arrangements accepted.
The firm’s investment approach centers on strategic asset allocation informed by fundamental analysis, using a mix of passive index/ETF exposure and active funds, as well as individual stocks and bonds where security selection may add value. Portfolios are tailored for each client (the firm does not use model portfolios), managed on a discretionary basis, and subject to at least semi‑annual reviews and ongoing implementation support.
Noteworthy for a solo RIA, the firm manages roughly $23 million across a small, concentrated set of client accounts and, according to its disclosures, does not serve non‑high‑net‑worth retail individual clients, suggesting a focus on wealthier individuals, families, trusts and institutions. The adviser also discloses the ability to act as both trustee and investment manager for clients (with negotiated fees in those cases) and reports no other industry affiliations or outside compensation arrangements.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001+: 0.50%
$150 per hour for financial planning
Fee-only: Financial planning fees calculated hourly, $150 per hour for new clients
Main office location
Crossroads Capital Management LLC
Marblehead MA, United States
Number of offices
1
Most active in
Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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